Most advisers do a review of paraplanning services and look to mark them off in a few key areas, namely:
You may be looking for an alternative to the AMP Paraplanning Department or your MLC / NAB Paraplanning provider, you may be a PIS adviser looking to outsource your SoAs or a Commonwealth Bank-aligned adviser looking for a para planner to use COIN and complete your Statement of Advice and review SoAs quickly and compliantly. We set ourselves a high standard in terms of compliance, pricing and turnaround times to try to be the best.
You might be looking for a para planner in Sydney, a Melbourne para planner or a growing number of Perth para planners in demand - come test out one of our para planners today and see if our high standards meet your needs.
- Ability to produce compliant SoAs
- Ability to meet turnaround times
- Cost
- Personable technical paraplanner who is able to give some guidance and provide financial modelling
- Previous groups the paraplanner has worked for and their software experience
You may be looking for an alternative to the AMP Paraplanning Department or your MLC / NAB Paraplanning provider, you may be a PIS adviser looking to outsource your SoAs or a Commonwealth Bank-aligned adviser looking for a para planner to use COIN and complete your Statement of Advice and review SoAs quickly and compliantly. We set ourselves a high standard in terms of compliance, pricing and turnaround times to try to be the best.
You might be looking for a para planner in Sydney, a Melbourne para planner or a growing number of Perth para planners in demand - come test out one of our para planners today and see if our high standards meet your needs.
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